Stonehaven Wealth & Tax Solutions, LLC holds a focused book of 82 stocks worth $113.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened State Street SPDR Bloomberg and trimmed Ishares 20+ Year Treasury BD. Their largest long position is JPM Betabuilders Intl Eqty at 10% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2056591/holdings"
Use Arkolith to show STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
11% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F BETABUILDERS I | $11.1M | 151.5K | 9.8% | ▲+0.6% Added · +835 sh | |
| 2 | SPDR Series Trust STATE STREET SPD | $10.5M | 137.8K | 9.3% | ▲+1.6% Added · +2K sh | |
| 3 | Ishares TR CORE US AGGBD ET | $8.6M | 86.7K | 7.6% | ▲+3.2% Added · +3K sh | |
| 4 | First TR Exchange Traded FD SMID RISNG ETF | $6.8M | 173.1K | 6.0% | ▲+1.5% Added · +3K sh | |
| 5 | First TR Exchng Traded FD VI SMITH UNCONSTRAI | $6.0M | 241.3K | 5.3% | ▲+1.0% Added · +2K sh | |
| 6 | First TR Exchange-Traded FD SHS | $4.9M | 103.8K | 4.3% | ▲+1.5% Added · +1K sh | |
| 7 | First TR Exchange-Traded FD CAP STRENGTH ETF | $4.8M | 52.1K | 4.3% | ▲+4.8% Added · +2K sh | |
| 8 | SPDR Index SHS FDS STATE STREET SPD | $4.0M | 86.3K | 3.6% | ▲+0.3% Added · +239 sh | |
| 9 | First TR Exchange-Traded FD FST LOW OPPT EFT | $3.4M | 68.3K | 3.0% | ▲+1.6% Added · +1K sh | |
| 10 | Ishares TR 20 YR TR BD ETF | $2.9M | 33.2K | 2.5% | ▼−8.3% Reduced · −3K sh | |
| 11 | J P Morgan Exchange Traded F DIVERSFED RTRN | $2.6M | 22.9K | 2.3% | ▲+0.8% Added · +173 sh | |
| 12 | Vanguard Index FDS TOTAL STK MKT | $2.6M | 8.0K | 2.3% | ▲+5.1% Added · +384 sh | |
| 13 | J P Morgan Exchange Traded F DIVERSFD EQT ETF | $2.2M | 41.0K | 1.9% | ▲+0.9% Added · +364 sh | |
| 14 | Vanguard Charlotte FDS TOTAL INT BD ETF | $2.0M | 42.3K | 1.8% | ▼−1.7% Reduced · −742 sh | |
| 15 | Global X FDS S&P 500 CATHOLIC | $2.0M | 25.1K | 1.7% | ▲+2.0% Added · +487 sh | |
| 16 | Ishares TR MSCI ACWI ETF | $1.9M | 13.8K | 1.7% | ▼−1.5% Reduced · −210 sh | |
| 17 | Northern LTS FD TR IV INSPIRE 100 ETF | $1.9M | 39.6K | 1.7% | ▲+0.7% Added · +269 sh | |
| 18 | SPDR Index SHS FDS STATE STREET SPD | $1.7M | 40.0K | 1.5% | ▼−6.0% Reduced · −3K sh | |
| 19 | SPDR Gold TR GOLD SHS | $1.6M | 3.6K | 1.4% | ▲+0.3% Added · +12 sh | |
| 20 | State STR SPDR S&P 500 ETF T TR UNIT | $1.5M | 2.4K | 1.4% | ▲+1.1% Added · +27 sh | |
| 21 | First TR Exch Traded FD III MANAGD MUN ETF | $1.4M | 27.8K | 1.2% | ▲+40% Added · +8K sh | |
| 22 | First TR Exchange-Traded FD FT VEST S&P 500 | $1.3M | 26.8K | 1.2% | ▼−4.9% Reduced · −1K sh | |
| 23 | J P Morgan Exchange Traded F US QUALTY FCTR | $1.3M | 21.0K | 1.1% | ▲+6.3% Added · +1K sh | |
| 24 | Ishares TR US TREAS BD ETF | $1.2M | 54.0K | 1.1% | ▼−2.9% Reduced · −2K sh | |
| 25 | Apple Inc COM | $1.2M | 4.7K | 1.1% | ▲+2.8% Added · +126 sh | |
| 26 | Ishares TR 3 7 YR TREAS BD | $1.1M | 9.0K | 0.9% | ▲+0.4% Added · +38 sh | |
| 27 | Nvidia Corporation COM | $935K | 5.4K | 0.8% | ▼−0.2% Reduced · −12 sh | |
| 28 | Goldman Sachs ETF TR MARKETBETA US EQ | $894K | 10.0K | 0.8% | ▼−2.7% Reduced · −281 sh | |
| 29 | Ishares TR MSCI ACWI EX US | $859K | 12.6K | 0.8% | ▲+4.2% Added · +505 sh | |
| 30 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $809K | 17.2K | 0.7% | ▼−3.7% Reduced · −658 sh | |
| 31 | SPDR Series Trust STATE STREET SPD | $743K | 28.6K | 0.7% | ▼−2.0% Reduced · −595 sh | |
| 32 | First TR Exch Traded FD III SHRT DUR MNG MUN | $704K | 35.3K | 0.6% | ▲+46% Added · +11K sh | |
| 33 | SPDR Series Trust STATE STREET SPD | $699K | 7.6K | 0.6% | ▲+19% Added · +1K sh | |
| 34 | Ishares TR 0-3 MNTH TREASRY | $697K | 6.9K | 0.6% | ▲+18% Added · +1K sh | |
| 35 | Lam Research Corp COM NEW | $614K | 2.9K | 0.5% | ▼−8.6% Reduced · −272 sh | |
| 36 | Invesco Actvely MNGD Etc FD OPTIMUM YIELD | $611K | 35.3K | 0.5% | ▲+8.3% Added · +3K sh | |
| 37 | Ishares TR 0-5 YR TIPS ETF | $593K | 5.7K | 0.5% | ▼−1.7% Reduced · −97 sh | |
| 38 | Nushares ETF TR NUVEEN SHRT TERM | $573K | 21.1K | 0.5% | ▼−1.8% Reduced · −386 sh | |
| 39 | First TR Exchange-Traded FD WCM INTL EQUITY | $552K | 32.9K | 0.5% | ▲+9.5% Added · +3K sh | |
| 40 | SPDR Series Trust BLOOMBERG EMERGI | $523K | 25.3K | 0.5% | ▲+19% Added · +4K sh | |
| 41 | Ishares TR MSCI EAFE ETF | $501K | 5.2K | 0.4% | ▲+9.2% Added · +436 sh | |
| 42 | SPDR Series Trust BLOOMBERG INTL | $477K | 15.4K | 0.4% | ▲New New position | |
| 43 | First TR Exchange-Traded FD GROWTH STRENGTH | $460K | 13.5K | 0.4% | ▲+7.1% Added · +901 sh | |
| 44 | Expedia Group Inc COM NEW | $426K | 1.8K | 0.4% | ▲New New position | |
| 45 | SPDR Series Trust STATE STREET SPD | $424K | 12.6K | 0.4% | ▲+5.0% Added · +607 sh | |
| 46 | SPDR Series Trust STATE STREET SPD | $420K | 14.0K | 0.4% | ▲+4.5% Added · +602 sh | |
| 47 | SPDR Series Trust STATE STREET SPD | $418K | 17.9K | 0.4% | ▲+5.0% Added · +845 sh | |
| 48 | Wec Energy Group Inc COM | $412K | 3.6K | 0.4% | ▲+1.7% Added · +61 sh | |
| 49 | Ishares TR CORE S&P SCP ETF | $411K | 3.3K | 0.4% | ▼−1.6% Reduced · −54 sh | |
| 50 | Exelixis Inc COM | $388K | 9.0K | 0.3% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.